• METADATA
  • HISTORY
  • SUMMARY
  • HUMAN

How to retrieve matter details and case history with your AI

Connect Actionstep once. After that, you can pull case metadata or review file notes just by asking your agent.

Ask AI about this page

Short answer

How can I get matter details and case history using my AI?

You ask your agent for specific information about a matter. It uses the Actionstep connection to pull the metadata or file notes you need. You'll get the case details or note logs directly in your chat.

The results you get.

Where your data lands.

The AI pulls information from Actionstep and brings it into your chat window.

METADATA

Specific matter details

The AI pulls case metadata like client names or matter statuses. You get the exact fields you asked for.

HISTORY

Matter file notes

The agent retrieves historical notes attached to a matter. You can review past activity without leaving your chat.

SUMMARY

Case status updates

Once the AI has the matter data, it can explain the current state of a case. You get a clear picture of where things stand.

HUMAN

Manual data entry

The AI can only read data. You still need to manually enter new notes or change matter details in Actionstep yourself.

The workflow

What your AI does when you ask for case info.

The AI acts as a bridge between your chat interface and Actionstep.

  1. Locate the matter

    Your agent identifies the specific matter you're asking about to ensure it pulls the right record.

    get_matter_details

  2. Pull metadata

    The AI fetches the specific fields and details associated with that matter.

    get_matter_details

  3. Scan for notes

    The agent looks through the matter for any existing file notes or historical entries.

    list_matter_notes

  4. Deliver information

    The AI presents the retrieved notes and metadata in your chat window.

    list_matter_notes

Try it

Copy these to start.

Use these prompts to begin interacting with your Actionstep data.

Starting points

These are opening lines. Replace the bracketed text with your actual matter names or IDs.

Actionstep Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Actionstep capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "actionstep-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp"
    }
  }
}
Copy into chat04

  • Get the details for matter [Matter Name].

  • Show me the file notes for matter [Matter ID].

  • What is the current status of the [Matter Name] case?

  • List all the recent notes for [Matter ID].

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Actionstep once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can start asking questions immediately.

Connect Actionstep to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit matter details in Actionstep?

    No. The AI can only read matter details and notes. You must make any changes manually in Actionstep.

  • 02

    Can the AI add new file notes to a matter?

    No. The AI can only list existing notes. It cannot create or write new notes to the system.

  • 03

    Can I ask for notes from a specific date range?

    The AI can list the notes, but you'll need to tell it which specific notes to look for or summarize.

  • 04

    Does the AI see all my matters at once?

    No. The AI only accesses the specific matter details or notes you ask for in your prompt.

  • 05

    Can I use this with any AI client?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about Actionstep? See everything the Actionstep Connector can do

Connect Actionstep to Claude, Cursor, ChatGPT & more